What actions can I run in Fiserv?

35 actions are available, including "Get Account Information", "Get a Gateway Payment Schedule", and "Get an Authorisation", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Fiserv Integrations

Payment processing platform for card transactions, authorizations, funding, and merchant services. When Fiserv posts a transaction, update records or alert finance automatically.

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Watch AuthorisationsTriggers when a new authorisation is created or updated.
Watch Daily Authorisation SummariesTriggers when daily authorisation summaries are available.
Watch Daily Funding SummariesTriggers when a new daily funding summary is available.
Watch Daily Transaction SummariesTriggers when a daily transaction summary is available.
Watch FundingsTriggers when new funding data is available.
Watch TransactionsTriggers when a new transaction occurs.
Get Account InformationRetrieves account information.
Get a Gateway Payment ScheduleRetrieves a gateway payment schedule using specified parameters.
Get an AuthorisationRetrieves an authorisation from the service.
Get a TransactionRetrieves a transaction based on the provided criteria.
Get AuthorisationsRetrieves all authorizations from the service.
Get Card InformationRetrieves information about a specific card, including details such as the cardholder's name, card number, expiration date, and card type.
Get Daily Authorisation SummariesRetrieves daily authorisation summaries.
Get Daily Funding SummariesRetrieves daily funding summaries.
Get Daily Transaction SummariesRetrieves daily transaction summaries.
Get FundingRetrieves details of a specific funding.
Get Funding DetailsRetrieves all funding details.
Get FundingsRetrieves all fundings from the service.
Get Order StatusRetrieves the status of an order.
Get Payment Card DetailsRetrieves payment card details associated with a token.
Get Payment URL StateRetrieves the state of a payment URL.
Get TransactionsRetrieves all transactions from the service.
Get Transaction StateGets the state of a specific transaction.
Cancel a Payment ScheduleCancels a payment schedule in a specified payment gateway.
Create a Gateway Payment ScheduleCreates a payment schedule in a payment gateway for processing future transactions.
Create a Payment TokenCreates a payment token from a payment card.
Create a Payment URLCreates a payment URL for processing transactions.
Delete a Payment TokenDeletes a payment token from the system.
Delete a Payment URLDeletes a payment URL from the system.
Generate a Primary TransactionGenerates a primary transaction in the system.
Generate Dynamic Currency Conversion TransactionsGenerates dynamic currency conversion transactions for financial services.
Make an API CallPerforms an arbitrary authorized API call.
Perform Action on an APM TransactionPerforms an action on an existing APM transaction.
Perform an APM ActionPerforms an APM action in a specified service.
Perform a Secondary TransactionPerforms a secondary transaction to process additional payments or adjustments.
Perform Return or PostAuth Secondary TransactionsPerforms a return or post-auth secondary transaction.
Update a Gateway Payment ScheduleUpdates a gateway payment schedule with new information.
Update a PaymentUpdates a payment and continues processing it in the system.
Update a Payment TokenUpdates one or more payment tokens.
Update a TransactionUpdates a transaction with the specified details in the system.
Verify a Payment Card or Payment TokenVerifies a payment card or a payment token.

When to use Fiserv

Common scenarios where Fiserv automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Authorisations" fires in Fiserv — start multi-step automations without polling or manual checks.
Automate "Get a Gateway Payment Schedule" in Fiserv as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch Daily Funding Summaries" from Fiserv with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Fiserv to WEXTL®

Field	Type	Help
API KeyRequired	password	Visit the Developer Portal > Sign in > Go to API Keys > Click Create New Key.

Use in workflow automation

Start from Fiserv’s Watch Daily Transaction Summaries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update a Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 41 ready-made steps for finance work, and every run records what went in and what came back.

Fiserv workflow on the canvas: Watch Daily Transaction Summaries then Update a Transaction

Frequently asked questions

Common questions about automating Fiserv in your workflows.

Fiserv has 6 triggers, including "Watch Authorisations", "Watch Daily Authorisation Summaries", and "Watch Daily Funding Summaries", and more. Use them to start workflows the moment Fiserv events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Visit the Developer Portal > Sign in > Go to API Keys > Click Create New Key.

Use in workflow automation

Start from Fiserv’s Watch Daily Transaction Summaries trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update a Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 41 ready-made steps for finance work, and every run records what went in and what came back.

Fiserv Integrations

When to use Fiserv

How to connect

Use in workflow automation

Frequently asked questions

Fiserv Integrations

When to use Fiserv

How to connect

Connect Fiserv to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Fiserv to any app in workflows

Connect Fiserv to any app in workflows

Connect Fiserv to any app in workflows

Fiserv Integrations

Fiserv triggers and actions

When to use Fiserv

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Fiserv support?

What actions can I run in Fiserv?

Do I need to write code to automate this?

Is the integration secure?

Fiserv Integrations

Fiserv triggers and actions

When to use Fiserv

How to connect

Connect Fiserv to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Fiserv support?

What actions can I run in Fiserv?

Do I need to write code to automate this?

Is the integration secure?

Connect Fiserv to any app in workflows

Connect Fiserv to any app in workflows

Connect Fiserv to any app in workflows